B

Baird Portfolio holdings

AUM $9.78B
1-Year Est. Return 11.39%
This Quarter Est. Return
1 Year Est. Return
+11.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.03B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1 +$102M
2 +$93.7M
3 +$92.2M
4
MSFT icon
Microsoft
MSFT
+$79.2M
5
PEP icon
PepsiCo
PEP
+$74.9M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11%
2 Technology 10.6%
3 Healthcare 9.42%
4 Financials 9.16%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$656K 0.01%
+26,533
677
$654K 0.01%
+13,576
678
$653K 0.01%
+11,454
679
$651K 0.01%
+58,873
680
$648K 0.01%
+14,095
681
$647K 0.01%
+32,125
682
$642K 0.01%
+50,875
683
$641K 0.01%
+18,041
684
$639K 0.01%
+17,992
685
$636K 0.01%
+6,643
686
$632K 0.01%
+66,361
687
$632K 0.01%
+9,900
688
$625K 0.01%
+26,089
689
$618K 0.01%
+54,861
690
$618K 0.01%
+11,739
691
$615K 0.01%
+41,271
692
$614K 0.01%
+17,160
693
$612K 0.01%
+23,669
694
$612K 0.01%
+57,821
695
$611K 0.01%
+14,360
696
$610K 0.01%
+12,750
697
$609K 0.01%
+32,678
698
$606K 0.01%
+21,014
699
$602K 0.01%
+12,075
700
$602K 0.01%
+33,466